See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,711 | $165,335+29.9% | $149,696+43.4% | $158,922+35.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.06% | 348.15%-340.1pp | 276.60%-268.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,587 | $5,103-68.9% | $4,644-65.8% | $4,761-66.7% |
| Participant deferral / active EE | $3,734 | $7,181-48.0% | $6,842-45.4% | $5,982-37.6% |
| Admin fee / account holder | $1,812 | $10,807-83.2% | $9,309-80.5% | $11,246-83.9% |